Tag

next gen

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Images of Amin Kanji, Colin Keddy and Andrew McQuiston, three family advisors who talk about what makes the third generation of wealthy families unique and different from first or second generation

The story arc of wealthy families, from the first to the third generation

How does Generation 3 differ from Generations 1 and 2? We ask the experts

August 11, 2026
Family Business, Fundamentals

Photo of Shawna Perron, Adam Hoffman and Kelly Demo—three advisors who give their views on the third generation of wealthy families in this story exploring myths and realities about Gen 3

Five myths about the third generation of wealthy families

As they step into leadership roles, the third-generation kids are all right, according to the advisors who work with them

July 28, 2026
Family Business, Fundamentals

The long goodbye: Thane Stenner on why the hardest part of succession is letting go—and how the right advisor helps founders do it

In nearly half of family-business transitions, the founder simply can’t step away. Stenner’s answer: bring in an independent facilitator. ‘I’ve facilitated many family meetings and lately I am bringing in a third-party consulting or advisory group, because I want the potential transition to go even better than I could facilitate.’

July 21, 2026
Member Content, The Next Gen

Member Content by Stenner Wealth Partners+

Montage photo of Cameron Clark, Jill Renton and Barb Schimnovsky, three family advisors who speak about what makes third-generation family members distinct from their forebears.

10 things family office advisors need to know about today’s Gen 3 clients

Young third-generation heirs to wealth are tech-savvy, health-conscious, globally connected and eager to make a difference

July 17, 2026
Family Business, Fundamentals

Photo of Peter Vogel, who runs one of the oldest and most reputable business family education centres in the world

‘A safe space for learning’: Q&A with Peter Vogel of IMD’s Global Family Business Center

From the late ’80s to today, the Switzerland-based program has set the bar for business family education and research

June 17, 2026
Education Special Report, Family Business, Fundamentals

Photos of Rob Van Wielingen, Neil Nisker and Greg Moore.

Next-gen investing: ‘Our generation is really starting to rethink how family offices work’

As they take the reins, younger family members want to talk about better tech, higher risk and new advisory relationships

June 16, 2026
Wealth

New UBS Global Family Office Report finds governance and succession gaps—and a broadening investment focus

Most SFOs plan to shift investment allocations this year, while many struggle to involve the next gen

May 28, 2026
Fundamentals

Image of a family watching a video in the living room

One way UHNW families are improving the odds for new members: in-family education

Sharing family history, values and practices can help new members fit in and contribute to everyone’s success

March 24, 2026
Fundamentals

Photo of Katrina Barclay and Peter Jaskiewicz of the Family Enterprise Legacy Institute (FELI), which offers academic programs in family enterprise and family office

The Family Enterprise Legacy Institute is driving research, building academic programs to support enterprising families

With a significant transfer of ownership and wealth over the next decade, FELI’s focus includes family members’ need to learn about the complexities of family offices